DIMENSIONAL ETF TRUST's ticker is DFAC and the CUSIP is 25434V708. A total of 539 filers reported holding DIMENSIONAL ETF TRUST in Q2 2022. The put-call ratio across all filers is - and the average weighting 3.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $824,776 | -3.3% | 31,480 | +0.2% | 0.69% | -0.7% |
| Q2 2023 | $853,053 | +6.9% | 31,420 | +0.4% | 0.70% | +3.0% |
| Q1 2023 | $797,779 | +105009.2% | 31,310 | +0.2% | 0.68% | +0.6% |
| Q4 2022 | $759 | -98.8% | 31,250 | +945.2% | 0.67% | +932.3% |
| Q3 2022 | $66,000 | -4.3% | 2,990 | +1.4% | 0.06% | +3.2% |
| Q2 2022 | $69,000 | – | 2,950 | – | 0.06% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| RAM Investment Partners, LLC | 2,197,499 | $64,232,910 | 22.40% |
| CHERRYDALE WEALTH MANAGEMENT, LLC | 1,108,274 | $32,394,847 | 16.90% |
| Paragon Wealth Strategies, LLC | 1,448,051 | $42,326,531 | 11.65% |
| Apella Capital, LLC | 6,305,271 | $180,519,895 | 10.06% |
| Versant Capital Management, Inc | 696,585 | $20,361,176 | 6.07% |
| Pure Financial Advisors, LLC | 5,003,393 | $146,249,186 | 5.04% |
| Valued Wealth Advisors LLC | 202,724 | $5,311,380 | 4.91% |
| McLean Asset Management Corp | 262,687 | $7,528,621 | 2.82% |
| Symmetry Partners, LLC | 700,742 | $20,500 | 1.11% |
| CGN Advisors LLC | 239,910 | $7,012,556 | 0.97% |